📈#128: 2 countries are already running away with the global AI race
📈#128: 2 countries are already running away with the global AI race
📊 Plus: US growth slows to 1.5% while 3 policymakers push back, and back-to-school spending hits record highs
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Three numbers our team kept coming back to this week
Kicking this channel off with the signals behind our latest coverage.
Chips: five countries each hold a monopoly link in the AI chip supply chain. One Dutch firm controls 100% of EUV lithography tools, and Taiwan's leading foundry runs roughly 90% of capacity at 5 nanometers and below. No country appears twice on the list (edition #127).
Freight: truckload rates hit a near 4-year high this quarter, up 11% year over year, and ground parcel rates are on pace to make 2026 the most expensive year on record for cost per package.
Consumers: US households earning $250,000 or more now drive 49.7% of all consumer spending, up from 36% three decades ago. The top decile spends as much on discretionary goods as the bottom 70% combined.
Your turn. What number from your own sector surprised you this week? Post it here with a line on why it matters.
📈#127: 5 countries each hold a monopoly link in the AI chip supply chain
📈#127: 5 countries each hold a monopoly link in the AI chip supply chain
📊 Plus: the wealthiest 10% now drive half of all spending, and freight rates are climbing across every mode
📈#126: A $500 billion memory chip market is now worth $4.5 trillion
📈#126: A $500 billion memory chip market is now worth $4.5 trillion
📊 Plus: 1 region keeps winning new investment while the rest pull back, and retailers now treat returns as revenue
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